-69.4%
BTDR vs WU
-18.0%
-51.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +5.4% | -11.1% | -5.1% |
| 7D | -17.6% | +8.2% | -25.8% | -16.9% |
| 30D | -40.3% | +8.0% | -48.3% | -39.8% |
| 3M | -42.6% | -6.6% | -36.0% | -42.3% |
| 6M | -46.3% | -23.3% | -23.0% | -46.1% |
| YTD | -41.7% | -22.4% | -19.3% | -41.8% |
| 1Y | -69.4% | -18.0% | -51.4% | -70.0% |
| All | -69.4% | -18.0% | -51.4% | -70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling